Wealth Management Associate
Jesse joined the Wealth Impact team in 2019 to provide financial planning support to our clients and advisors. He is passionate about the role of holistic, life-centered planning in helping individuals and families to prepare for and realize their important life goals.
In 2019, Jesse graduated from The University of Akron with a B.B.A. in Financial Planning, where he was a member of the Financial Planning Student Association. He is planning to sit for the CFP® Exam this coming November.
Jesse is here to assist our advisors in performing investment analysis, financial research, financial plan updates, college planning analysis and whatever is necessary for our advisors to help you succeed along your financial journey.
Although he can be a total financial nerd, Jesse also knows how to have fun. He is an avid runner, sports enthusiast, film buff and pianist.
Associate – Wealth Management
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Wealth Impact Advisors, LLC
33 Merz Blvd Suite 100
Fairlawn, OH 44333
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.